Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Rufkahr is a financial advisor with Cornerstone Wealth Management, LLC based in Washington, Missouri. Matthew has been in the financial services industry since May 2001 and has a wide range of experience in providing financial advice to individuals, families, and businesses. Matthew is registered with the Securities and Exchange Commission and holds Series 7, 63, and 66 licenses. He is also licensed to provide insurance products. Cornerstone Wealth Management is a registered investment advisor that provides financial planning, investment management, and insurance services. The firm has a strong commitment to providing personalized service and helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Lpl sponsored advisory programs; investment management & research subscription licensing
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MO
07/06/2015 - Present
Cornerstone Wealth Management, LLC (WASHINGTON MO)
MO
05/07/2001 - 07/23/2002
FFP SECURITIES, INC. (CHESTERFIELD MO)
BOTH
Issued 02/25/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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